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Photonics & Optical Interconnect

Photonics moves data as light rather than as electricity, which is the only practical way to carry the traffic between racks in a large AI cluster. Optical transceivers and co-packaged optics have become a bottleneck of their own.

20 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
901	AWS Arkfeld Wealth Strategies Omaha, Nebraska	$75.3K	$0	1	0.04%	Maintained
902	WWP WR Wealth Planners Columbia, Missouri	$74.9K	-$58K	3	0.02%	Reduced
903	Iconiq Capital San Francisco, California	$74.3K	+$68.8K	1	0%	New
904	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$73.9K	-$270K	1	0%	Reduced
905	Stonegate Investment Group Birmingham, Alabama	$73.9K	$0	1	0%	Maintained
906	HPM Hudson Portfolio Management Garrison, New York	$73.2K	+$67.8K	1	0.07%	New
907	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$72.4K	+$58.2K	2	0.02%	Increased
908	Financial Engines Advisors Santa Clara, California	$71.7K	+$67.3K	1	0%	New
909	KC Knuff & Co Foster City, California	$71.1K	+$7.47K	1	0.02%	Increased
910	SS Sunbelt Securities Houston, Texas	$70.9K	+$4.32K	4	0.01%	Increased
911	BWP BSW Wealth Partners Boulder, Colorado	$69.9K	-$22.9K	1	0.01%	Reduced
912	CWM Compass Wealth Management Guilford, Connecticut	$69.3K	-$29.9K	1	0.02%	Reduced
913	CreativeOne Wealth Overland Park, Kansas	$69.1K	+$2.82K	1	0%	Increased
914	Harvest Fund Management Beijing, China	$68K	-$108K	2	0%	Reduced
915	FCI Financial Counselors Inc Overland Park, Kansas	$68K	+$109	1	0%	Increased
916	NAS Nicolet Advisory Services Green Bay, Wisconsin	$67.8K	-$12	1	0.01%	Reduced
917	PPW Pasadena Private Wealth Pasadena, California	$67.7K	$0	1	0.01%	Maintained
918	HWA HCR Wealth Advisors Los Angeles, California	$67.3K	$0	1	0.01%	Maintained
919	NFA Northwest Financial Advisors Herndon, Virginia	$67.2K	+$56.5K	3	0.05%	New
920	MTC McDaniel Terry & Co Austin, Texas	$67K	$0	1	0.01%	Maintained
921	CT Colonial Trust Spartanburg, South Carolina	$65.7K	-$17.5K	1	0.01%	Reduced
922	JSAM J. Safra Asset Management New York	$64K	+$48.2K	2	0.01%	Increased
923	RAM Ramirez Asset Management New York	$63.4K	+$10.8K	1	0.01%	Increased
924	AWA Arete Wealth Advisors Chicago, Illinois	$62K	-$414K	1	0.01%	Reduced
925	CFG CKW Financial Group Honolulu, Hawaii	$62K	$0	1	0.01%	Maintained